伊朗安全官员：美国一再的挑衅行为，将导致伊朗行动范围的扩大。美国及其盟友必须服从我们的安排，请把此点牢记在心。

India's Ministry of Commerce reported June gold imports at $1.97 billion.

Apollo Global Management chief economist Torsten Slok said the dollar’s recent strength is vulnerable if an AI-led equity sell-off intensifies. He noted international investors’ heavy, largely unhedged allocation to AI themes has driven record rolling net foreign inflows into US equities over the past 12 months, boosting dollar demand as buyers convert local currency into dollars. With US rates high, hedging costs remain elevated, making dollar moves more sensitive to equity flows. Slok warned that a loss of confidence in AI triggering equity outflows would pose material downside risk to the dollar.